Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customers.
In this role, you will manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
In this role, you will develop working relationships with a diverse group of business people and gains an understanding of the complex nature of the companys business. Maintain familiarity with the business plans.
In this role, the selected candidate engages new business by searching market for new contacts; researching active networks; diversifying opportunities; and becoming familiar with the clients business.
Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.
In this role, you will responsible, within a team environment, for developing, managing, and retaining full service Wealth Management relationships with high income/high net worth private banking clients.
In this role, you will focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients.